Job Summary:
Conduct tax and regulatory reviews on behalf of clients. Perform review functions to detect, correct, and document client tax/fee revenue deficiencies. Focus areas included but are not limited to; sales & use tax, franchise fees, business licenses, hotel/motel taxes, utility user taxes, and various other state and local taxes or assessments.
Duties and Responsibilities:
- Performs examination of taxpayer records for compliance under direction of supervisor and management
- Continually increase understanding of tax laws
- Research for exam leads and scheduling appointments
- Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit
- Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records
- Examines and verifies business and financial records
- Prepares papers supporting all adjustments, computes assessments
- Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results
- Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required
- Conduct closing conferences with taxpayers and/or taxpayers’ representatives; explaining applicable law and facts supporting changes in tax liabilities and attempts to secure agreement to findings in reports
- Perform other duties as assigned
- Work as required to complete the tasks
- Travel as required
Education and Experience:
- Bachelor’s Degree in Accounting is preferred (Required for Alabama tax assignments)
- State and local tax knowledge or experience is preferred
- If assigned to Alabama (AL) tax:
- If not already Certified Revenue Examiner (CRE) certified, auditors are required to complete the necessary training to obtain the CRE designation within 2 years after employment and are required to maintain this certification through annual continuing education.
- If assigned to Louisiana (LA) tax:
- Certified Tax Examiner (CTE) certification is preferred within 2 years of employment
- Minimum of 18 credit hours in accounting is required
- CPA certification is preferred
- Note: If CPA is held, CRE and CTE certifications are not required
Knowledge, Skills and Abilities:
- Professional background including experience with corporate accounting and finance preferred.
- Experience with state or local revenue department, compliance audits, audit defense preferred.
- Knowledge of accounting principles and strong analytical skills.
- Self-starter, with the ability to organize, plan and direct.
- Professional, customer service oriented, tactful, dependable, and flexible.
- Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company.
- Strong working knowledge of Accounting Systems and Microsoft office.
- Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability.
- Ability to use skill set, experience, and training to come to a decision under uncertainty.
- Exhibit awareness when performing work to evaluate and identify areas where issues might arise.
- Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations.
Work Environment:
The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation,
Physical Demands:
- Must be able to remain in a stationary position for most of the day
- Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
- This position needs to occasionally move about inside the office
- The person in this position frequently communicates via telephone
Neumo Summary:
With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.
Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.
Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.
Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.